Smith, Moore & Co.
- SEC CIK
- 0000200724
- 最新申報
- 2026/8/12
2024 年第 2 季到 2024 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 35 檔
- 估計 +$1,281 萬
- 加碼
- 212 檔
- 估計 +$3,915 萬
- 減碼
- 159 檔
- 估計 −$2,540 萬
- 清倉
- 10 檔
- 估計 −$1,195 萬
總值從 $9.70 億變成 $10.5 億（+$7,756 萬 (+8.0%)），持股從 442 檔變成 467 檔（+25）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | 加碼– | 108,933108,190 | +743+0.7% | $6,283 萬$5,920 萬 | +$42.9 萬 | 6.0%6.1% | −0.11 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 185,813184,286 | +1,527+0.8% | $5,261 萬$4,930 萬 | +$43.2 萬 | 5.0%5.1% | −0.06 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 204,945205,308 | −363−0.2% | $4,041 萬$3,737 萬 | −$7.16 萬 | 3.9%3.9% | 0.00 |
| AAPLApple Inc. | 加碼歷史 | 165,055164,998 | +570.0% | $3,846 萬$3,475 萬 | +$1.33 萬 | 3.7%3.6% | +0.09 |
| MDYSPDR S&P Midcap 400 ETF Trust | 加碼歷史 | 60,61260,428 | +184+0.3% | $3,453 萬$3,233 萬 | +$10.5 萬 | 3.3%3.3% | −0.04 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 51,71351,020 | +693+1.4% | $2,967 萬$2,777 萬 | +$39.8 萬 | 2.8%2.9% | −0.03 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 202,067194,739 | +7,328+3.8% | $2,363 萬$2,077 萬 | +$85.7 萬 | 2.3%2.1% | +0.11 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 62,24858,833 | +3,415+5.8% | $2,337 萬$2,145 萬 | +$128.2 萬 | 2.2%2.2% | +0.02 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 341,315338,641 | +2,674+0.8% | $1,974 萬$1,845 萬 | +$15.5 萬 | 1.9%1.9% | −0.02 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 92,03490,993 | +1,041+1.1% | $1,823 萬$1,661 萬 | +$20.6 萬 | 1.7%1.7% | +0.03 |
| ProShares Tr74348A467 | 減碼– | 146,025146,992 | −967−0.7% | $1,559 萬$1,413 萬 | −$10.3 萬 | 1.5%1.5% | +0.03 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 225,849215,863 | +9,986+4.6% | $1,407 萬$1,263 萬 | +$62.2 萬 | 1.3%1.3% | +0.04 |
| iShares Russell 2000 ETF464287655 | 加碼– | 63,20461,541 | +1,663+2.7% | $1,396 萬$1,249 萬 | +$36.7 萬 | 1.3%1.3% | +0.05 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 263,824256,791 | +7,033+2.7% | $1,393 萬$1,269 萬 | +$37.1 萬 | 1.3%1.3% | +0.02 |
| J P Morgan Exchange Traded F46641Q159 | 加碼– | 288,910275,341 | +13,569+4.9% | $1,340 萬$1,252 萬 | +$62.9 萬 | 1.3%1.3% | −0.01 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 25,38143,149 | −17,768−41.2% | $1,239 萬$2,067 萬 | −$867.2 萬 | 1.2%2.1% | −0.95 |
| iShares Tr46436E718 | 加碼– | 118,86147,642 | +71,219+149.5% | $1,197 萬$479.8 萬 | +$717.3 萬 | 1.1%0.5% | +0.65 |
| MSFTMicrosoft Corp | 加碼歷史 | 26,79126,583 | +208+0.8% | $1,153 萬$1,188 萬 | +$8.95 萬 | 1.1%1.2% | −0.12 |
| American Centy ETF Tr025072877 | 加碼– | 113,022111,911 | +1,111+1.0% | $1,084 萬$1,004 萬 | +$10.7 萬 | 1.0%1.0% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 82,67180,093 | +2,578+3.2% | $1,004 萬$989.5 萬 | +$31.3 萬 | 1.0%1.0% | −0.06 |
| Invesco Exchange Traded FD T46137V472 | 加碼– | 96,21236,783 | +59,429+161.6% | $986.9 萬$356.9 萬 | +$609.6 萬 | 0.9%0.4% | +0.57 |
| Vanguard Whitehall FDS921946810 | 加碼– | 98,73595,144 | +3,591+3.8% | $871.6 萬$773.3 萬 | +$31.7 萬 | 0.8%0.8% | +0.03 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 175,695166,221 | +9,474+5.7% | $840.7 萬$727.4 萬 | +$45.3 萬 | 0.8%0.8% | +0.05 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 14,99314,817 | +176+1.2% | $791.2 萬$741.1 萬 | +$9.29 萬 | 0.8%0.8% | −0.01 |
| AMZNAmazon Com Inc | 加碼歷史 | 41,98841,662 | +326+0.8% | $782.4 萬$805.1 萬 | +$6.07 萬 | 0.7%0.8% | −0.08 |
| Capital Group Dividend Value14020W106 | 加碼– | 203,791186,327 | +17,464+9.4% | $742.6 萬$614.9 萬 | +$63.6 萬 | 0.7%0.6% | +0.08 |
| LLYEli Lilly & Co | 減碼歷史 | 8,2878,328 | −41−0.5% | $734.2 萬$754.0 萬 | −$3.63 萬 | 0.7%0.8% | −0.08 |
| Capital Group Core Equity Et14020V108 | 加碼– | 194,711190,929 | +3,782+2.0% | $667.5 萬$615.7 萬 | +$13.0 萬 | 0.6%0.6% | 0.00 |
| WisdomTree Tr97717X669 | 加碼– | 79,31475,279 | +4,035+5.4% | $660.0 萬$587.6 萬 | +$33.6 萬 | 0.6%0.6% | +0.02 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 75,59074,567 | +1,023+1.4% | $639.0 萬$579.8 萬 | +$8.65 萬 | 0.6%0.6% | +0.01 |
| Capital Group Growth ETF14020G101 | 加碼– | 181,311162,490 | +18,821+11.6% | $630.8 萬$534.4 萬 | +$65.5 萬 | 0.6%0.6% | +0.05 |
| ProShares Tr74347B680 | 加碼– | 76,11874,134 | +1,984+2.7% | $622.5 萬$545.7 萬 | +$16.2 萬 | 0.6%0.6% | +0.03 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 107,188102,685 | +4,503+4.4% | $615.4 萬$549.7 萬 | +$25.9 萬 | 0.6%0.6% | +0.02 |
| ABBVAbbVie Inc. | 減碼歷史 | 30,16332,000 | −1,837−5.7% | $595.7 萬$548.9 萬 | −$36.3 萬 | 0.6%0.6% | 0.00 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 32,43032,412 | +18+0.1% | $581.0 萬$532.5 萬 | +$3,224.84 | 0.6%0.5% | +0.01 |
| Simplify Exchange Traded Fun82889N764 | 減碼– | 200,803202,601 | −1,798−0.9% | $579.9 萬$560.6 萬 | −$5.19 萬 | 0.6%0.6% | −0.02 |
| iShares Tr464288869 | 加碼– | 45,61543,526 | +2,089+4.8% | $562.5 萬$496.2 萬 | +$25.8 萬 | 0.5%0.5% | +0.03 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 86,44081,787 | +4,653+5.7% | $541.9 萬$471.2 萬 | +$29.2 萬 | 0.5%0.5% | +0.03 |
| METAMeta Platforms, Inc. | 減碼歷史 | 9,4509,549 | −99−1.0% | $541.0 萬$481.5 萬 | −$5.67 萬 | 0.5%0.5% | +0.02 |
| PGProcter & Gamble Co | 減碼歷史 | 30,87731,151 | −274−0.9% | $534.8 萬$513.7 萬 | −$4.75 萬 | 0.5%0.5% | −0.02 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 13,71714,936 | −1,219−8.2% | $526.6 萬$558.6 萬 | −$46.8 萬 | 0.5%0.6% | −0.07 |
| WisdomTree Tr97717X594 | 減碼– | 114,157114,186 | −290.0% | $521.7 萬$520.6 萬 | −$1,325.31 | 0.5%0.5% | −0.04 |
| American Centy ETF Tr025072802 | 加碼– | 72,21762,206 | +10,011+16.1% | $510.4 萬$404.0 萬 | +$70.7 萬 | 0.5%0.4% | +0.07 |
| WMTWalmart Inc. | 加碼歷史 | 62,55361,909 | +644+1.0% | $505.1 萬$419.2 萬 | +$5.20 萬 | 0.5%0.4% | +0.05 |
| GOOGLAlphabet Inc. | 減碼歷史 | 28,48429,180 | −696−2.4% | $472.4 萬$531.5 萬 | −$11.5 萬 | 0.5%0.5% | −0.10 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 減碼– | 17,81018,033 | −223−1.2% | $469.9 萬$436.6 萬 | −$5.88 萬 | 0.4%0.5% | 0.00 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 39,44545,466 | −6,021−13.2% | $462.4 萬$523.4 萬 | −$70.6 萬 | 0.4%0.5% | −0.10 |
| Invesco Exchange Traded FD T46137V498 | 加碼– | 68,79266,677 | +2,115+3.2% | $455.3 萬$400.4 萬 | +$14.0 萬 | 0.4%0.4% | +0.02 |
| WisdomTree Tr97717W281 | 加碼– | 84,59877,288 | +7,310+9.5% | $454.3 萬$397.6 萬 | +$39.3 萬 | 0.4%0.4% | +0.02 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 49,22950,644 | −1,415−2.8% | $452.0 萬$464.8 萬 | −$13.0 萬 | 0.4%0.5% | −0.05 |
| ITWIllinois Tool Works Inc | 減碼歷史 | 17,09617,180 | −84−0.5% | $448.0 萬$407.1 萬 | −$2.20 萬 | 0.4%0.4% | +0.01 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 46,04640,746 | +5,300+13.0% | $446.4 萬$352.9 萬 | +$51.4 萬 | 0.4%0.4% | +0.06 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 9,5089,205 | +303+3.3% | $437.6 萬$374.5 萬 | +$13.9 萬 | 0.4%0.4% | +0.03 |
| CATCaterpillar Inc | 減碼歷史 | 11,12011,281 | −161−1.4% | $434.9 萬$375.8 萬 | −$6.30 萬 | 0.4%0.4% | +0.03 |
| VanEck ETF Trust92189F106 | 減碼– | 103,956104,306 | −350−0.3% | $414.0 萬$353.9 萬 | −$1.39 萬 | 0.4%0.4% | +0.03 |
| JNJJohnson & Johnson | 減碼歷史 | 24,09024,878 | −788−3.2% | $390.4 萬$363.6 萬 | −$12.8 萬 | 0.4%0.4% | 0.00 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 18,00918,055 | −46−0.3% | $379.7 萬$365.2 萬 | −$9,699.51 | 0.4%0.4% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 加碼– | 19,96319,678 | +285+1.4% | $378.9 萬$343.3 萬 | +$5.41 萬 | 0.4%0.4% | +0.01 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 62,51264,554 | −2,042−3.2% | $372.0 萬$365.9 萬 | −$12.2 萬 | 0.4%0.4% | −0.02 |
| Invesco Exchange Traded FD T46137V464 | 新進– | 30,7510 | +30,751 | $370.0 萬$0 | +$370.0 萬 | 0.4%0.0% | +0.35 |
| ProShares Tr74347B698 | 加碼– | 53,26049,633 | +3,627+7.3% | $368.9 萬$308.3 萬 | +$25.1 萬 | 0.4%0.3% | +0.03 |
| Schwab U.S. REIT ETF808524847 | 加碼– | 153,864131,213 | +22,651+17.3% | $356.5 萬$262.0 萬 | +$52.5 萬 | 0.3%0.3% | +0.07 |
| TSLATesla, Inc. | 加碼歷史 | 13,05212,948 | +104+0.8% | $341.5 萬$256.2 萬 | +$2.72 萬 | 0.3%0.3% | +0.06 |
| VanEck ETF Trust92189F791 | 加碼– | 65,96165,826 | +135+0.2% | $322.0 萬$277.3 萬 | +$6,589.35 | 0.3%0.3% | +0.02 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 31,62828,960 | +2,668+9.2% | $320.3 萬$281.1 萬 | +$27.0 萬 | 0.3%0.3% | +0.02 |
| UNPUnion Pacific Corp | 加碼歷史 | 12,76312,750 | +13+0.1% | $314.6 萬$288.5 萬 | +$3,204.22 | 0.3%0.3% | 0.00 |
| HDHome Depot, Inc. | 減碼歷史 | 7,7628,264 | −502−6.1% | $314.5 萬$284.5 萬 | −$20.3 萬 | 0.3%0.3% | +0.01 |
| GLDSPDR Gold Trust | 加碼歷史 | 12,93512,088 | +847+7.0% | $314.4 萬$259.9 萬 | +$20.6 萬 | 0.3%0.3% | +0.03 |
| ABTAbbott Laboratories | 減碼歷史 | 26,59826,821 | −223−0.8% | $303.2 萬$278.7 萬 | −$2.54 萬 | 0.3%0.3% | 0.00 |
| SPDR Series Trust78464A607 | 加碼– | 28,34628,306 | +40+0.1% | $302.5 萬$263.5 萬 | +$4,269.17 | 0.3%0.3% | +0.02 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 加碼– | 54,94152,098 | +2,843+5.5% | $301.8 萬$289.1 萬 | +$15.6 萬 | 0.3%0.3% | −0.01 |
| PEPPepsiCo Inc | 減碼歷史 | 17,67418,244 | −570−3.1% | $300.5 萬$300.9 萬 | −$9.69 萬 | 0.3%0.3% | −0.02 |
| ETNEaton Corp plc | 減碼歷史 | 8,7388,874 | −136−1.5% | $289.6 萬$278.2 萬 | −$4.51 萬 | 0.3%0.3% | −0.01 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 12,18011,975 | +205+1.7% | $288.9 萬$261.1 萬 | +$4.86 萬 | 0.3%0.3% | +0.01 |
| ORCLOracle Corp | 加碼歷史 | 16,45916,269 | +190+1.2% | $280.5 萬$229.7 萬 | +$3.24 萬 | 0.3%0.2% | +0.03 |
| VVisa Inc. | 加碼歷史 | 10,0449,685 | +359+3.7% | $276.2 萬$254.2 萬 | +$9.87 萬 | 0.3%0.3% | 0.00 |
| CVXChevron Corp | 加碼歷史 | 18,29317,131 | +1,162+6.8% | $269.4 萬$268.0 萬 | +$17.1 萬 | 0.3%0.3% | −0.02 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 29,12034,430 | −5,310−15.4% | $265.9 萬$289.1 萬 | −$48.5 萬 | 0.3%0.3% | −0.04 |
| Schwab U.S. Broad Market ETF808524102 | 減碼– | 39,39939,636 | −237−0.6% | $262.1 萬$249.2 萬 | −$1.58 萬 | 0.3%0.3% | −0.01 |
| KOCoca Cola Co | 減碼歷史 | 35,93836,229 | −291−0.8% | $258.3 萬$230.6 萬 | −$2.09 萬 | 0.2%0.2% | +0.01 |
| Invesco Nasdaq 100 ETF46138G649 | 加碼– | 12,84211,243 | +1,599+14.2% | $257.9 萬$221.6 萬 | +$32.1 萬 | 0.2%0.2% | +0.02 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 14,73214,488 | +244+1.7% | $257.2 萬$232.4 萬 | +$4.26 萬 | 0.2%0.2% | +0.01 |
| Neos ETF Trust78433H303 | 加碼– | 49,74941,627 | +8,122+19.5% | $254.9 萬$208.8 萬 | +$41.6 萬 | 0.2%0.2% | +0.03 |
| EMREmerson Electric Co | 減碼歷史 | 23,24024,233 | −993−4.1% | $254.2 萬$267.0 萬 | −$10.9 萬 | 0.2%0.3% | −0.03 |
| iShares Tr464287622 | 加碼– | 8,0378,027 | +10+0.1% | $252.7 萬$238.8 萬 | +$3,143.98 | 0.2%0.2% | −0.01 |
| MRKMerck & Co., Inc. | 加碼歷史 | 22,13721,141 | +996+4.7% | $251.4 萬$261.7 萬 | +$11.3 萬 | 0.2%0.3% | −0.03 |
| Vanguard Information Technology ETF92204A702 | 加碼– | 4,2774,124 | +153+3.7% | $250.9 萬$237.8 萬 | +$8.97 萬 | 0.2%0.2% | −0.01 |
| iShares Russell Midcap ETF464287499 | 加碼– | 27,85925,761 | +2,098+8.1% | $245.5 萬$208.9 萬 | +$18.5 萬 | 0.2%0.2% | +0.02 |
| AMGNAmgen Inc | 加碼歷史 | 7,5836,996 | +587+8.4% | $244.3 萬$218.6 萬 | +$18.9 萬 | 0.2%0.2% | +0.01 |
| iShares Tr46434V860 | 加碼– | 47,96046,455 | +1,505+3.2% | $242.7 萬$235.3 萬 | +$7.62 萬 | 0.2%0.2% | −0.01 |
| SLViShares Silver Trust | 加碼歷史 | 85,08183,993 | +1,088+1.3% | $241.7 萬$223.2 萬 | +$3.09 萬 | 0.2%0.2% | 0.00 |
| Schwab U.S. Large-Cap Growth ETF808524300 | 減碼– | 22,11622,245 | −129−0.6% | $230.4 萬$224.3 萬 | −$1.34 萬 | 0.2%0.2% | −0.01 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | 加碼– | 93,81988,940 | +4,879+5.5% | $228.0 萬$211.9 萬 | +$11.9 萬 | 0.2%0.2% | 0.00 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | 加碼– | 89,07087,145 | +1,925+2.2% | $223.6 萬$216.6 萬 | +$4.83 萬 | 0.2%0.2% | −0.01 |
| GOOGAlphabet Inc. | 減碼歷史 | 12,89813,164 | −266−2.0% | $215.6 萬$241.5 萬 | −$4.45 萬 | 0.2%0.2% | −0.04 |
| VZVerizon Communications Inc | 減碼歷史 | 47,67749,991 | −2,314−4.6% | $214.1 萬$206.2 萬 | −$10.4 萬 | 0.2%0.2% | −0.01 |
| WisdomTree Tr97717W778 | 加碼– | 32,18632,125 | +61+0.2% | $213.6 萬$194.6 萬 | +$4,047.36 | 0.2%0.2% | 0.00 |
| DUKDuke Energy CORP | 減碼歷史 | 18,48118,683 | −202−1.1% | $213.1 萬$187.3 萬 | −$2.33 萬 | 0.2%0.2% | +0.01 |
| Etfis Ser Tr I26923G822 | 加碼– | 93,08988,972 | +4,117+4.6% | $212.5 萬$187.1 萬 | +$9.40 萬 | 0.2%0.2% | +0.01 |
| BRBRBellring Brands, Inc. | 減碼歷史 | 34,66735,852 | −1,185−3.3% | $210.5 萬$204.9 萬 | −$7.20 萬 | 0.2%0.2% | −0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。